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Strategic Global Advisors, LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Global Advisors, LLC on MCO, newest first. How the timeline and the estimate are built.

Strategic Global Advisors, LLC held 18,815 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,815 shares
    Change vs previous 13F +640 shares

    1.21% of the 13F portfolio, value $8,521,690.

    13F-HR 0001580212-26-000004 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,175 shares
    Change vs previous 13F -450 shares

    1.27% of the 13F portfolio, value $7,928,844.

    13F-HR 0001580212-26-000003 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,625 shares
    Change vs previous 13F +4,100 shares

    1.47% of the 13F portfolio, value $9,514,581.

    13F-HR 0001580212-26-000002 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,525 shares
    Change vs previous 13F -250 shares

    1.05% of the 13F portfolio, value $6,920,872.

    13F-HR 0001580212-25-000003 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,775 shares
    Change vs previous 13F +914 shares

    1.21% of the 13F portfolio, value $7,410,992.

    13F-HR 0001085146-25-005131 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,861 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $6,454,929.

    13F-HR 0001085146-25-003186 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).